Product Feature Articles

Opmetrix Dispatch Demo for Mobile Service Teams

Thursday, May 14th, 2020

Marco Dardano, one of our Sydney based Business Development Managers, demonstrates the features of the Opmetrix Dispatch Module. With mobile dispatch, a centralised Dispatcher can see all field users live on the map and coordinate job dispatch and status updates to the team.

Check out the video for more

Welcome to the new Opmetrix HQ

Monday, October 7th, 2019

Mobile technology for FMCG field teams is the key connector between the customer and head-office. The ability to see real-time insights of what’s happening at the coalface empowers companies to design strategies to encourage teams to achieve peak sales performance.

Focussing on field team management, Opmetrix empowers field users with an intuitive mobile app that covers everything a rep needs to sell and merchandise in store including CRM, sales, surveys and retail execution whilst providing managers with real-time visibility and reporting to manage and optimise their team.

New Design and Impressive new features

Opmetrix launches its next generation platform today; it offers significant new features for field teams and improved visibility for National Sales Managers. With an entirely new design, it’s packed with enhanced reporting, including activity and performance dashboards for both customer and team optimisation.

Click above to watch a 3 minute video introduction to Opmetrix HQ

Introducing Live Agent

The most significant innovation of the new generation release is  Opmetrix Live Agent.

Live Agent allows head-office management to see on a map the live location and activity of the field user, and  see the roads and route taken throughout the day and compare that against call cycle planning.  With options to record start and end of day times, and track mileage, Opmetrix combines mobile CRM, Retail Execution, Sales and GPS Route tracking all within one mobile platform.

Stronger task management and communications

Opmetrix’ new platform strengthens the connection between Territory Mangers and Merchandising reps as it now offer the ability for teams to set tasks and actions for one another within a store.

The new Merchandising mobile app is streamlined to include the ability to audit range, out-of-stock and promotional activity using a low-cost smartphone form factor. Now every team member that visits a store can use Opmetrix technology.

Integrated credit card payments in the field

Opmetrix has extended functionality for route sales deliveries and direct-to-store sales. Now with an integrated credit card payment gateway, Opmetrix delivers a full cycle from adding a new customer, invoicing on the spot and completing the payment via credit card – all within the Opmetrix mobile app. Subsequent invoicing securely stores the credit card details for immediate payment and receipt.

“My team know they can escalate in-store queries to key members at our head office and it won’t fall between the cracks. We might be separated physically, but we are connected when it counts.”  Richard Casey National Sales Manager, Partmaster Automotive

Opmetrix HQ – A sales manager’s secret to success

Sunday, March 25th, 2018

Sales managers are busy people! Travelling often, off-site with customers, busy at promotional events, and still needing to be aware of everything that’s happening at the same time. Their teams can be spread out across large territories and spend a lot of time on the road themselves.

All these factors can make it challenging to support your team, ensure the achievement of sales goals and work towards increasing the productivity of the team, however, Opmetrix has the solution! Wherever you are, wherever your team are, Opmetrix HQ is the sales manager’s secret to success.

Opmetrix HQ

Designed to enhance performance and team productivity through the use of an interactive map, it provides a bird’s-eye view of your field team, with the ability to view current location, activity, sales totals and more.

What are your reps really doing this week? You don’t have to be there, you already have the data at your fingertips that will tell you exactly what they’re up to.

Team Performance Metrics

Opmetrix HQ gives you a current visual snapshot of your team with instant access to four key metrics to quickly determine their performance:

  • Where are they now? – Location and status updates. Are they with a customer and for how long?
  • How are they servicing customers? – See the number of calls completed today and the time spent with each customer.
  • What hours did they work? – At a glance check what time field teams started their first call of the day and how much is active face-to-face time.
  • What are their sales figures? –  Check the value of orders placed today.

Customer Performance Metrics

Opmetrix HQ helps managers ensure customers are receiving great service. By displaying customers geographically on a map, managers can interactively view customer sales, call notes and a 360-degree dashboard of how a customer is being managed. Great service is the key to customer loyalty and increased spending.

Mobile technology now makes it possible for you to know exactly what’s going on with your team, even when you’re not there. With Opmetrix HQ, you can learn what your team is doing and how efficiently they’re doing it. With the right tactics, you can stay in on top of your sales numbers – no matter where you are.

4 ideas on using Sales Templates

Thursday, May 18th, 2017

Opmetrix Version 5.5 is packed with exciting new features which include the release of the new Sales Templates.

A sales template is a custom list of products that can be specifically sorted, and optionally have a special price attached to them. Sales templates can be used in many ways to speed up the sales entry process or to promote special items. While the name sounds simple, Sales Templates offer functionality that has been frequently requested by customers.

Many customers are now taking full advantage of this new feature, and if you don’t know how or haven’t started using it yet, here are 4 ideas to get you started:

  1. Make new products stand out

It’s important when launching new products or ranges to keep them front of mind for salespeople.  With sales templates, you can create a ‘New Product focus’ template and add those items to the list.  Your field team will always see them highlighted in the product list.  Even better, setup a product sales report and have Opmetrix send it daily to the field team, then run a leader board with who sold the most.

  1. Monthly Specials

With sales templates, you can set a price against promoted items and set a start and an end date.  Now you can run a weekly or monthly specials list that the field team can easily access along with the special prices for each of those items.

  1. Set the order products are sold

Many products are sold in cabinets and displays.  These could be fridges, cabinet displays, spinner stands or card pockets.  Create a sales template and call it the display name e.g. Nail polish stand.  Add the items and drag them into the order they are on the stand.  Now the field team can select that stand and quickly run down the products list in the same order they are on the shelf.

  1. “Special” pricing for a customer

A common sales expression –  “sometimes we give away the sausages to sell the steak”.   Create a template and target it at just one customer.  Add the products you have negotiated a set price for.  Now those customers will receive their ‘special’ price whenever that product is purchased.


Setting up your Sales Templates is simple:

  • Give the template a name (a clear description is helpful to the field team)
  • Select the start and end dates. Templates will only appear for the field team on or during this period


Sales template maintenance can be found on the Report tab of the Opmetrix CMS. Templates can be added, edited, deleted and copied (duplicated) from this screen.